Configuring an action type
Prerequisite
- Access to the Configuration > Classification > Action type (PR038) menu.
Introduction
Configuring action types allows for classifying the measures that can be taken to handle or prevent risks identified in projects. This categorization contributes to a more efficient risk management by organizing actions in accordance with their purposes and characteristics.
All action types that may be used in the system must be created through the Action type (PR038) menu. These types will be presented in a hierarchical structure, making it easier to organize and view available actions.
This menu will only be displayed if SoftExpert Risk is NOT part of the solutions acquired by your organization.
Configuring an action type
1. Access the Configuration > Classification > Action type (PR038) menu.
2. Click on the 
toolbar button.
3. Enter an ID # and a name for the action type.
4. Fill in the Upper level type field so that the type is added hierarchically below another one. In this case, the other fields on the type data screen will be filled in with the information of the upper level type, but they can be edited.
5. Click on the 
button to finish.
Conclusion
Once created, the action types are ready to be applied to risk records. Click here and learn how to perform this operation.